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Cerro Pacific Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Cerro Pacific Wealth Advisors’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,677
Closed -$205K – 169
2026
Q1 		$205K Buy
+5,677
New +$194K 0.05% 155
2024
Q4 		– Sell
-5,677
Closed -$205K – 166
2024
Q3 		$205K Hold
5,677
– – 0.08% 143
2024
Q2 		$205K Buy
+5,677
New +$218K 0.08% 144
2023
Q1 		$200K Hold
5,600
– – 0.11% 143
2022
Q4 		$278K Hold
5,600
– – 0.15% 137
2022
Q3 		$207K Buy
+5,600
New +$236K 0.13% 140

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Cerro Pacific Wealth Advisors's HP Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors sold out of Helmerich & Payne (HP) in Q2 2026, closing a stake of 5,677 shares — an estimated $205K sold.

Cerro Pacific Wealth Advisors first reported a position in HP in Q3 2022 and held it in 6 quarters. The position peaked at $278K in Q4 2022. 373 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • Cerro Pacific Wealth Advisors reported no remaining Helmerich & Payne position as of Q2 2026 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 5,677 Helmerich & Payne shares in Q2 2026, an estimated $205K.
  • Cerro Pacific Wealth Advisors first reported a position in Helmerich & Payne in Q3 2022 and held it in 6 quarters.
  • Cerro Pacific Wealth Advisors's Helmerich & Payne position peaked at $278K in Q4 2022.
  • 373 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.